Charlotte is a Paraplanner and Chartered Financial Planner with over 15 years’ experience in providing holistic financial planning support for the corporate and individual sectors.
Prior to joining CBW Financial Planning, Charlotte worked in private banking, providing technical support to the wealth planning team.
She is experienced in a wide range of financial planning matters, including:
- Wealth management
- Pension analysis and cash flow reporting
- Intergenerational wealth and tax planning
Charlotte also understands the considerations for business owners to set up corporate protection solutions such as keyperson and shareholder protection as well as family protection planning.
Charlotte is highly qualified having attained Fellowship of the Personal Finance Society, the highest accolade awarded by the Chartered Insurance Institute.